Create a Saved Search Which Displays Items, Quantity Received and Quantity Fulfilled on Separate Columns

An Item saved search does not have a column for Quantity Received and Quantity Fulfilled. The user can run a saved search instead, but the quantity values will appear as separate rows together with the related transaction.

 

What the user can do is to create a transaction search instead and employ a formula.

 

To create the Saved Search:

 

1. Navigate to Lists > Search > Saved Searches > New > Transaction

2. Under the Criteria tab > Standard sub tab, add the following:

 

Filter	Description	Formula
Account Type	is Other Current Asset
Date	is <select a date range>
Posting	is true
Location	is <select a location>

 

3. Under the Results tab > Columns sub tab, add the following:

 

Field	Summary Type	Function	Formula	When Ordered By Field	Custom Label	Custom Label Translation	Summary Label	Summary Label Translation
Item	Group
Formula (Numeric)	Sum		CASE WHEN {quantity} > 0 THEN {quantity} ELSE null END				Qty Received
Formula (Numeric)	Sum		CASE WHEN {quantity} < 0 THEN {quantity} ELSE null END				Qty Shipped

 

4. Give it a name and Save.